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Disclosery

Marotta Asset Management: NVS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Marotta Asset Management on NVS, newest first. How the timeline and the estimate are built.

Marotta Asset Management held 6,318 NVS shares at 2026-09-30 per its 13F-HR filed 2026-10-02.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 6,318 shares
    Change vs previous 13F -33 shares

    0.15% of the 13F portfolio, value $900,757.

    13F-HR 0001802091-26-000004 filed by Marotta Asset Management
    Accepted , ingested

  2. period ended2026-06-30
    13F 6,351 shares
    Change vs previous 13F -140 shares

    0.16% of the 13F portfolio, value $978,943.

    13F-HR 0001802091-26-000003 filed by Marotta Asset Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 6,491 shares
    Change vs previous 13F -3 shares

    0.19% of the 13F portfolio, value $1,006,624.

    13F-HR 0001802091-26-000002 filed by Marotta Asset Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 6,494 shares
    Change vs previous 13F -78 shares

    0.17% of the 13F portfolio, value $895,328.

    13F-HR 0001802091-26-000001 filed by Marotta Asset Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 6,572 shares
    Change vs previous 13F -51 shares

    0.16% of the 13F portfolio, value $865,664.

    13F-HR 0001802091-25-000005 filed by Marotta Asset Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 6,623 shares
    Change vs previous 13F -647 shares

    0.16% of the 13F portfolio, value $801,449.

    13F-HR 0001802091-25-000003 filed by Marotta Asset Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 7,270 shares
    Change vs previous 13F +267 shares

    0.16% of the 13F portfolio, value $836,195.

    13F-HR 0001802091-25-000002 filed by Marotta Asset Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 7,003 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $680,271.

    13F-HR 0001802091-25-000001 filed by Marotta Asset Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).